A voucher is a receipt document for a prepaid amount, similar to a gift card or coupon, used to pay for future invoices. In Halaxy, a voucher must first be added as a deposit to a patient or organisation profile before it can be used for payment.
For the purposes of finance reports, vouchers are counted as income on the date you specify when adding the voucher.
GIF: Adding a voucher to a patient's profile (click to expand)
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Open the patient or organisation profile.
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Under the Appointments Overview section (patient) or Invoices section (organisation), beside Fee Balance, click the
pencil icon.
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In the pop-up, if there is already a deposit history, it is displayed in a list. To record a deposit payment, click Add New.
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In the next pop-up, select Voucher.
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Complete the form that appears for your payment method.
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(Optional) Select a practice location and/or practitioner to link the voucher. This ensures the voucher can only be used on invoices from that location and/or practitioner. To allow this voucher to be used for invoices from any location or any practitioner, leave these selections blank. These settings can be edited later.
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Click Save.
The voucher balance is now added as a deposit stored in the patient's or organisation's profile, ready to be used as payment.
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